Thesis, risks, valuation and returns
This is fantastic - I've wanted more insight into the world of chips ever since your Nvidia post, and you really delivered here.
Wow, your articles are just another thing. Spectacular write up
Excellent write up. I am a huge Lisa Su fan!
Great note - will retweet
Amazing work!
GOAT
This is fantastic - I've wanted more insight into the world of chips ever since your Nvidia post, and you really delivered here.
Wow, your articles are just another thing. Spectacular write up
Excellent write up. I am a huge Lisa Su fan!
Great note - will retweet
Amazing work!
GOAT